Starting from Scratch: Building a Prospect Research Department from the Ground Up

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In this breakout session, the presenters will describe how they built new prospect research and management programs at their respective institutions with a team of only one. They will discuss the best first steps to take, including an initial data review, wealth screening, educating other staff, and policy/procedure creation and implementation. The presentation will detail how to handle and prioritize wealth screening results, adapt industry best practices for a small organization, and work best with a Development team who may not have much experience with prospect research and management. The presenters will also discuss how to handle the challenges of being a solo researcher with a limited budget and limited time, in addition to overcoming resistance to procedural change.

Jessica Szadziewicz

Prospect Research Manager

University of Saint Mary of the Lake

Derek Beigh

Prospect Research Analyst

Jewish Family Service of San Diego

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Starting from Scratch: Building a Prospect Research Department from the Ground Up
Recorded 08/28/2023  |  60 minutes
Recorded 08/28/2023  |  60 minutes In this breakout session, the presenters will describe how they built new prospect research and management programs at their respective institutions with a team of only one. They will discuss the best first steps to take, including an initial data review, wealth screening, educating other staff, and policy/procedure creation and implementation. The presentation will detail how to handle and prioritize wealth screening results, adapt industry best practices for a small organization, and work best with a Development team who may not have much experience with prospect research and management. The presenters will also discuss how to handle the challenges of being a solo researcher with a limited budget and limited time, in addition to overcoming resistance to procedural change.
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